Benefits Topics

Ad Hoc Reporting Guide

Version: R2026.1.1
ft:lastEdition: 2026-05-19

About the Ad Hoc Reporting Guide
Getting Started with Reporting
Reports
Reporting Landing Page
Find Ad Hoc Reports
Browse the Report Library
Filter the Report Library List
Search the Report Library by Keyword
Bookmark Reports
Preview Reports
Run Ad Hoc Reports
Stop Ad Hoc Reports
Import Ad Hoc Reports
Export Reports
Delete Reports
Report Designer
Create Reports
Copy an Existing Report to Create a New Report
Create a Report Using a Report Topic
Edit Reports
View and Edit Report Properties
Add Localizations for Report Names and Descriptions
Find Duplicate Records in Reports
The Report Dataset
The Add a Field Screen
Add Fields to the Report Dataset
Remove Entities from the Report Dataset
Report Columns
Add Columns to a Report
Report Column Properties
Change a Column Display Name
Add Localizations for a Column Name and Description
Remove a Column From a Report
Custom Fields
View Default Custom Fields for Reports
Create Custom Fields
Custom Field Functions Library
Pivot Tables
Configure Pivot Tables
Preview Pivot Tables
Generate Pivot Tables
Remove Pivot Tables
Configure Grouping
Configure Sorting
Configure Filtering
Filter Operators
View Default Filters for Reports
Include Totals
Column Totals
Summary Totals
Custom Totals
Configure Default Layout Settings
Advanced Report Writing
Create Reports with New Datasets
The Report Dataset
Configure Parameters
Configure Data Relationships
Report Schedules and Distribution
Schedule a Report
Manage Scheduled Reports
Distribute Reports
Manage Distributed Reports
Receive Distributed Reports
Report Distribution Notifications
Data Security in Distributed Reports
Enable Report Distribution
Report Categories
Move Reports into Categories
Create and Modify Custom Categories
Create Custom Categories
Modify Custom Categories
Delete Custom Categories
Use Categories to Share Reports
Classic Reports
Reporting Landing Page
Find Ad Hoc Reports
Browse the Report Library
Filter the Report Library List
Search the Report Library by Keyword
Report Marketplace
Report Cards
Identify Favorite Reports
Preview Reports
Run Ad Hoc Reports
Stop Ad Hoc Reports
Import Ad Hoc Reports
Export Reports
Delete Reports
Report Designer
Create Reports
Copy an Existing Report to Create a New Report
Create a Report Using a Report Topic
Edit Reports
View and Edit Report Properties
Add Localizations for Report Names and Descriptions
Find Duplicates Records in Reports
The Report Dataset
The Add Field Dialog Box
Aliased Entities
Add Fields to the Report Dataset
Rename Aliased Entities
Remove Entities from the Report Dataset
Report Columns
Add Columns to a Report
Change a Column's Position in a Report
Report Column Properties
Change a Column Display Name
Add Localizations for a Column Name and Description
Remove a Column from a Report
Custom Fields
View Default Custom Fields for Reports
Create Custom Fields
Example of Adding a Custom Field to a Report
Custom Field Functions Library
Pivot Tables
Configure Pivot Tables
Preview Pivot Tables
Generate Pivot Tables
Remove Pivot Tables
Configure Grouping
Configure Sorting
Configure Filtering
Filter Operators
View Default Filters for Reports
Include Totals
Column Totals
Summary Totals
Custom Totals
Configure Default Layout Settings
Advanced Report Writing
Create Reports with New Datasets
The Report Dataset
Configure Parameters
Configure Data Relationships
Report Schedules and Distribution
Schedule Reports
Manage Scheduled Reports
Distribute Reports
Manage Distributed Reports
Receive Distributed Reports
Report Distribution Notifications
Data Security in Distributed Reports
Enable Report Distribution
Report Categories
Move Reports into Categories
Create and Modify Custom Categories
Create Custom Categories
Modify Custom Categories
Delete Custom Categories
Use Categories to Share Reports
Ad Hoc Reporting Data Security
Report Topics Library
Topic Types
Admin Topics
Access Authorizations
Candidate Data Minimization Activity
Candidate Detail for Personal Data Management Policy Association
Employee Data Minimization Activity
Employee Detail for Personal Data Management Policy Association
Employee User Role
Feature Role
Feature
Workflow Details
Benefits Topics
Affordable Care Act - Eligibility Status
Affordable Care Act - Employee Offered Coverage
Affordable Care Act - No Period Assigned
Affordable Care Act - Year End
Benefit Enrollment Notifications
Benefit Enrollment Status
Benefit Enrollment Status incl Address
Benefit Enrollment Status incl Address, Language and Work Assignment
Benefit Management Audit
Benefit Message Center
Benefits Election Changes
Carrier List Bill
Employee Benefit Elections
Employee Benefit Elections - As of Date
Employee Benefits Coverage End
Employee Benefit Enrollment
Employees with Pending EOI Status
Enrollment Setup
HR Events
Pay
Compensation Management Topics
Compensation Management
Compensation Plans
Documents Topics
Document Management
Human Resources Topics
Confidential Identifications
ConnectedPay - Employee Properties Export
Currency Conversion
Current Flight Risk and Performance Review
Employee
Employee Changes
Employee Contact Details
Employee Details - Personal
Employee EEO Data
Employee History - Locations
Employee History - Status
Employee History - Work Assignment
Employee Leave Management
Employee Leave Management with Pay Details
Employee PEPM Detail Billing
Employee Turnover
Employee with Direct Deposit
Flight Risk Changes
Flight Risk Survey
HR Compliance
HR Profile
HR Profile - As of Date
HR Profile - Current Contact Information
HR Profile - Direct and Indirect Employees Included
Job Configuration Data
People Role Security Configuration
People Role Security Reports with No Access Authorization
Policy Acknowledgement
Job Assignment Management
Safety and Health Incidents
Team Relate Details
Veteran Status
Learning Topics
Employee Certifications
Employee Course Details
Employee Course Session Details
Employee Skills
Onboarding Topics
Employee Onboarding Policy
Onboarding Details
Payroll Topics
ACA - Payroll with Earning Codes
AUS Earning Deduction STP Pay Event Mapping
Employee Payroll Profile
Employee Payroll Tax Details
EPS Report
FPS Report
HMRC DPS Details Report
Pay Run - Cumulative Deduction Groupings
Pay Run - Cumulative Deductions
Pay Run - Cumulative Earning Groupings
Pay Run - Cumulative Earnings
Pay Run - Cumulative Earnings, Deductions, and Taxes
Pay Run - Cumulative Results
Pay Run - Cumulative Taxes
Pay Run - Deductions
Pay Run - Earning Limit Violations
Pay Run - Earnings
Pay Run - Employee Address Changes
Pay Run - Employee Deductions
Pay Run - Employee Details
Pay Run - Employee Missing Org
Pay Run - Employee Org Details
Pay Run - Employee Personal Details
Pay Run - Employee Taxes
Pay Run - Garnishment
Pay Run - Hours Paid Difference between WFM and Payroll Mapping
Pay Run - Invalid SSN
Pay Run - Result
Pay Run - Taxes
Pay Run - Third Party Payments
Pay Run - UK Arrestment Payments
Pay Run - Zero Dollar Checks
Payroll - Deduction Details
Payroll - Earnings and Hours Details
Payroll - Pay Run Summary
Payroll - Tax Details
Payroll Register by Date Range
Payroll Register by Pay Run
Payroll Register History
Third Party Manual Employee Payments
Workers Compensation
Performance Topics
Performance - Historical Reviews
Performance Competencies
Performance Conversations
Performance Goals
Performance Review
Performance Review - Additional Questions
Recruiting Topics
Candidate EEO
Candidates
Job Requisitions
Recruiting
Right To Work
Vietnam Era Veterans Readjustment Assistance Act - VEVRAA
Web Services Topics
Web Services Notification Log
Workforce Management Topics
ACA - Payroll Based Journal
Anomaly Days
Base Rate Progression
CEWS Data
Employee Balance Transaction
Employee Pay Summary
Employee Pay Summary with Labor Metrics
Employee Time Entry
Entitlement Balances and Accruals
Pay Summary
Pay Wage Change
Productivity (Schedule vs. Actual)
Productivity (Schedule vs. Actual) With Start and End Date Filters
Punch
Retro Pay Management
Schedule
Schedule Changes
Schedule Changes Audit
Schedules - Average Scheduled Daily Hours
Shift Trade
Time Away From Work
Time Exception
Timesheets
Timesheet Flag Amount
Unauthorized Period
Unauthorized Records
WFM PDM Logger Results
Ad Hoc Report Library
Admin Reports
Admin
Report Statistics
Report Usage
Miscellaneous
Billing - Employee PEPM Detail
Personal Data Management
Candidate Data Minimization Activity
Candidate Detail for Personal Data Management Policy Association
Employee Data Minimization Activity
Employee Detail for Personal Data Management Policy Association
WFM PDM Logger Results
User and Roles
Access Authorizations by Role
Employee by Role
Feature by Role
Feature by Role - Details
Role by Feature
Role by Location and Employee
Session Overview
Silverlight Migration Report
User by Role
Workflows
Open Workflows
Workflows by Status
Workflows by Status for New Hires
AI Assistant Reports
AI Assistant Answers with Negative Feedback
AI Assistant Conversation Data for Dashboards Pro
AI Assistant Conversation Log
AI Assistant Conversations Per Month
AI Assistant Messages with Fallback Response
AI Assistant Unique Monthly Users
Benefits Reports
Benefit Costs and Elections
Benefit Plan Carriers
Elections
Benefit Coverage Ending for Selected Plans
Benefit Election Changes
Benefit Election Changes for Selected Plans
Benefit Employees with Override
Benefit Employees with Pending EOI Status
Carrier List Bill - Basic Life and ADD Plans
Carrier List Bill - Disability Plans
Carrier List Bill - Health Plans
Carrier List Bill - Vol Life and ADD Plans
Dependent Age Out - Child
Dependent Age Out - Spouse
Elections with Override for Selected Plans
Employee Dependent Verification Information
Employee Dependent Verification Information Approved
Employee Dependent Verification Information Denied
Employee Dependent Verification Information Expired
Employee Dependent Verification Information Inaccurate/Illegible
Employee Dependent Verification Information Pending
Employee Dependent Verification Information Under Review
Employee Health Elections
Employee Life and Disability Elections
Employee Reimbursement Elections
Employee Retirement Elections
Employees with Benefit Coverage Ending
Family Tiered Health Option No Spouse or DP
Enrollments
Benefit Enrollment Notifications
Benefit Enrollment Status
Benefit Enrollment Status - Life Event
Benefit Enrollment Status - Mobile and Web New Hire Enrollments
Benefit Enrollment Status - Mobile and Web Open Enrollments
Benefit Enrollment Status - Mobile and Web PPACA
Benefit Enrollment Status - Mobile and Web Work Event
Benefit Enrollment Status - New Hire Enrollments
Benefit Enrollment Status - Open Enrollments
Benefit Enrollment Status - Pending
Benefit Enrollment Status - Periodic
Benefit Enrollment Status - PPACA
Benefit Enrollment Status - Work Event
Benefit Enrollment Status incl Address
Benefit Enrollment Status incl Address, Language, and Work Assignment
Enrollment Setup
HR Events
HR Events
HR Events - Age Changed
HR Events - Assignment Changed
HR Events - Dependent Added
HR Events - Dependent Age Changed
HR Events - Dependent Ended
HR Events - Dependent Gained Coverage
HR Events - Dependent Lost Coverage
HR Events - Marital Status Changed
HR Events - New Hire Completed
HR Events for Selected Employees
PPACA
Affordable Care Act - 1095-C by Delivery Option
Affordable Care Act - Eligibility Status
Affordable Care Act - Employee Offered Coverage
Affordable Care Act - Lowest Cost Monthly Premium
Affordable Care Act - No Period Assigned
Affordable Care Act - Notification History
Affordable Care Act - Offered Coverage for Selected Employees
Affordable Care Act - Self Insured - Partial Year Coverage
Affordable Care Act - Year End Coverage
Affordable Care Act - Year End Self Insured Individuals
UK Pension
Employee Pension AE - Cease Membership
Employee Pension AE - Opt-in
Employee Pension AE - Opt-out
Employee Pension AE - Postponed
Employee Pension Auto-Enrollment Information
Career Reports
Career Explorer
Career Explorer Adoption
Career Explorer Plans and Activities
Job Assignment Skills
Opportunities Feedback
Compensation Management Reports
Compensation Cycle - Worksheet Status
Compensation Cycle Comments
Compensation Cycle Details
Compensation Plan - Employee Target Details
Pay Insights
COVID-19
Canada Emergency Wage Subsidy Report - Periods with No Earnings
Schedules - Average Scheduled Daily Hours
Timesheet Flag Amount
Development Plans Reports
Employee Development Plans and Activities
Documents Reports
Document Management
Engagement Surveys Reports
Engagement Survey Administration
Survey Organization Structure
Engagement Survey Results
Survey Participation Rate Report
Human Resources Reports
Audits
Employee Compensation Change
Compliance
FLSA Threshold Analysis Effective 2019
FLSA Threshold Analysis by Pay Policy Effective 2019
RTW All Documents by Manager
RTW Documents Pending Verification by Manager
RTW Expiring Documents by Manager
Total Earnings by Employee
US EEO Pay Category Analysis
WGEA Report
Contact Info
Current Employee Contact
Current Employee Emergency Contact
Employee Contact
Details
Current Employee Flight Risk by Manager
Diversity Equity & Inclusion
Employee Attributes Annually
Employee Attributes Monthly
Employee Attributes Quarterly
Employee Details
Employee Details History
Employee Details by Location
Employee Details by Status
Employee with Direct Deposit
Flight Risk Changes
Office of Federal Contract Compliance Programs - OFCCP
Policy Acknowledgement - Not Assigned
Policy Acknowledgement - Not Signed Off
Policy Acknowledgement - Signed Off
Talent Profile Report
Workforce Movement
Employment
Active Employee Headcount by Country
Active Employee Headcount by Location and Gender
Active Employee Headcount by Location and Job Assignment
Active Employee Headcount by Manager
Active Employee Headcount for My Organization
Active Employee Headcount Summary by Country and State
Base Rate Progression
Employee Listing History
Employee Listing by Department
Employee Listing by Gender and Location
Employee Listing by Manager
Employee Listing for My Organization
Employee-Manager Assignment
Employee Salary Conversion
Employment Status Headcount by Location
Inactive and Terminated Headcount by Location
Leaves of Absence
Leaves of Absence by Location
Length of Service based on Hire Date by Country
Length of Service based on Hire Date by Location
Length of Service based on Hire Date by Job Assignment
Manager-Employee Assignment
Minimum Wage Change
New Hires
New Hires by Location
Terminated Employees by Location
Turnover by Location
Events
HR Incidents - Safety and Health
HR Incidents
Export Template
ConnectedPay - Employee Properties Export
HR Case Management
Case Totals by Topic
HR Case Details
Hidden HR Cases
Miscellaneous
Work Energy
People Role Security Configuration
People Role Security Reports with No Access Authorization
Terminated Employees - Count of Login Report
Position Management
Position Occupancy
Team Relate
Employee Communication Style and Core Conviction
Employee Team Relate Check-In
Employee Team Relate Profile
Employee Team Relate Score
Employee Team Relate Score by Department
Employee Team Relate Score by Manager
Employee Team Relate Score by New Hire
Employee Team Relate Survey - Not Taken
Flight Risk Survey
Learning Reports
Assessments
Assessment Report
Certifications
Certification Compliance Reporting
Employee Certifications
Expiring Certifications
Courses and Learning Plans
Classic - Employee Course Enrollment Details
Classic - Employee Learning Plan Enrollment Details
Course Compliance Reporting
Courses and Learning Plans
Employee Course Enrollment Details
Employee Course Results
Employee Course Session Details
Employee Course Session Waitlist
Employee Learning Plan Enrollment Details
Skills
Employee Skills
Onboarding Reports
Onboarding Tasks
Onboarding Policy by New Hire
Incomplete Tasks Due Within N Days
Onboarding Tasks by Due Date
Onboarding Tasks by Onboarding Employee
Onboarding Tasks by Task Name
Onboarding Tasks by Task Status
Onboarding Tasks Past Due
Organization Reports
Jobs
Jobs with No EEO Designation
Job Assignments
Job Assignment Management
Payroll Reports
Miscellaneous
401k Details
ACA - Payroll with Earning Codes
AUS Earning Deduction STP Pay Event Mapping
BC Pay Transparency
Bonus Payments for Gender Pay Reporting
Employee AUS Federal Tax Info
Employee Payroll Deductions Profile
Employee Payroll Earnings Profile
Entitlement GL Troubleshooting
GL Configuration Override Report
GL Leave Movement Report
HMRC DPS Details Report
Payroll Data for Gender Pay Reporting
Payroll Earnings and Deductions
Relevant Employees for Gender Pay Reporting
RPN History Report
Salary Analysis
STP Submission Status Report
Tax Statement Delivery Option
Workers Compensation
Zero-Out Reconciliation
Payroll Audits
Active Employees Not Paid
Australia State Tax Taxable and Exempt Gross
Deduction Limit Violations
Deductions Not Taken
Direct Deposit Account Changes
Duplicate Bank Accounts
Earning Limit Violations
Employee AUS Federal Tax Info Audit
Employee NZL Federal Tax Info Audit
Employee Primary Address Change
Employees Earning Less Than Minimum Salary
Employees With No Active EDF
Inactive Employees
Invalid SSN-SIN
Missing Employee Org Assignment
Multi-State Threshold Taxation Status
Negative Deductions
Negative Earnings
Negative Taxes
Negative Total Taxes
Paid in Advance Differ From WFM Hours
Terminated Employees
Terminated Employees with Allowances
Zero Dollar Checks
Register Data
Categories of Deductions by Pay
Categories of Deductions by Range
Categories of Earnings by Pay
Categories of Earnings by Range
Categories of Taxes by Pay
Categories of Taxes by Range
Detailed Check and Deposit by Pay
Detailed Garnishments CA by Pay
Detailed Garnishments US by Pay
Detailed Net Pay by Range
Detailed Tax Deposit CA by Pay
Detailed Tax Deposit US by Pay
Detailed Vendor Payments by Pay
Earnings and Deductions by Pay
Earnings and Deductions by Range
Earnings and Hours by Pay
Earnings and Hours by Range
Gross to Net by Range
Gross to Net Current by Check
Gross to Net Current by Pay
Gross to Net MTD by Pay
Gross to Net QTD by Pay
Gross to Net YTD by Pay
To-Date Deductions by Pay
To-Date Deductions by Range
To-Date Earnings by Pay
To-Date Earnings by Range
To-Date Garnishments by Pay
To-Date Garnishments by Range
To-Date Gross to Net by Pay
To-Date Gross to Net Summary by Pay
To-Date Gross to Net Summary by Range
To-Date Net Pay by Pay
To-Date Taxes by Pay
To-Date Taxes by Range
To-Date Vendor Payments by Pay
YTD Wage Analysis by Pay
Third Party Payments
Arrestment Payments Full Details
Arrestment Payments Summary
Garnishment Summary
Third Party Payments
Performance Reports
Calibration
Calibration Ratings
Competencies
Competencies by Employees
Employee by Competencies
Conversations
Conversations Details Report
Employee Conversations Summary
Employees with Low Conversations
Goals
Employee by Goals
Employee by Goals Completed After the Due Date
Employees and Goals by Goal Category
Employees with Goals at Risk or Overdue
Employees with Incomplete Goals
Employees with Less than Minimum Goals
Goals by Employees
Reviews
Employee Review Not Started
Employee Review Not Started by Location
Employee Review Not Started by Manager
Employee Review Not Started by Job Assignment
Employee Review Overdue
Employee Review Overdue by Location
Employee Review Overdue by Manager
Employee Review Overdue by Job Assignment
Employees with High Performance Rating
Employees with Low Performance Rating
Historical Review Ratings
Individual Ratings and Comments
Manager Review Overdue
Manager Review Overdue by Location
Manager Review Overdue by Manager
Manager Review Overdue by Job Assignment
Performance Review Distribution
Performance Review Distribution - Details
Performance Review Status by Review Cycle
Performance Review Status by Review Cycle - Details
Performance Review Trend
Performance Review Trend - Details
Performance Reviews - Additional Questions
Plan and Schedule Reports
Miscellaneous
WFM KPI Report - Site Level - Day Interval
WFM KPI Report - Zone Level - Day Interval
Schedules
Schedule Change
Schedule Change Audit
Recruiting Reports
Vietnam Era Veterans Readjustment Assistance Act - VEVRAA
Candidates
Candidate - New Hire
Candidate Activity
Candidate EEO
Candidate Grading
Candidates by Manager
Candidates by Name
Candidates by Recruiter
Candidates by Requisition
Candidates by Status
Internal Candidates
Hires
Hires by Manager
Hires by Name
Hires by Recruiter
Hires by Requisition
Job Requisitions
Job Requisitions
Job Requisitions - Filled
Miscellaneous
Candidate and Requisition Trends
Skills Reports
Skills Inventory
Succession Planning Reports
Succession Plans
Succession Plans - Details
Talent Factors
Talent Factor Ratings
Talent Matrix
Talent Matrix Quadrant
Time and Attendance Reports
Attendance
Employee Half Year Worked Hours by Week
Clock Survey
Clock Survey Report
Clocks
Clock Device Report
Entitlements and Balances
Definable Rate Entitlement Liability
Entitlement Balance and Accruals
Pay
Employee Pay Summary
Pay Summary
Pay Summary by Department and Employee
Pay Summary by Department and Pay Date
Pay Summary by Job and Employee
Pay Summary by Job and Pay Date
Pay Summary by Location and Employee
Pay Summary by Location and Pay Date
Pay Summary by Manager and Employee
Pay Summary by Manager and Pay Date
Retro Pay Management
WFM Attendance
Period Review
Average Daily Hours
Missed In/Out Time Entries and Meal Breaks
No Time Logged
Overtime Pay
Time Worked on Holiday
Unauthorized Records - Period Review
PPACA
ACA - Average Hours
ACA - Payroll Based Journal
Projects
Project Information
Time Logged
Rates
Employee Rate Summary
Time Away
Bradford Factor
TAFW Base Duration Recalculation Job Errors Report
Time Entries
Clock Time Exception
Clock Time Exception by Department
Clock Time Exception by Exception
Clock Time Exception by Location
Clock Time Exception by Manager
Employee Time Entry
Employee Time Entry Audit Report
Timesheets
Unauthorized Period
Unauthorized Records
Unassigned Sub-Category
Employee Overtime Entries
Pay Summary With Payroll WFM Mapping
Web Services Reports
Connector Pay Run Data
WFM PDM Logger Reports
PDM Logger Results
PDM Summary Logger Results

Benefits Topics

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